Onboarding
This guide outlines the onboarding process for organizations new to Safeture, divided into five simple steps, from preparation to post-onboarding support.
1. Preparation & Introduction
We provide step-by-step guidance through setup, configuration options, and essential information, keeping you updated on key milestones:
Safeture welcomes your organization and introduces the onboarding process.
A project team is established, typically including the Security Manager, Travel Program Manager, and/or HR representatives.
A walkthrough of setup possibilities is conducted, and key milestones are set.
2. System setup
Safeture customizes the platform to suit your organization's needs. Integration stakeholders, including TMCs (Travel Management Companies), are contacted to start the integration process:
Initial platform configuration is completed.
3rd-party integrations with systems like TMCs or HR platforms are initiated once client data sharing is approved.
Single Sign-On (SSO) and Mobile Device Management (MDM) are set up.
A rollout plan, including a communication strategy, is developed in collaboration with Safeture and the client's administrators.
3. Implementation
We tailor the solution to your organization's specific needs, ensuring seamless integration of customizations and third-party solutions:
Customizations, such as pre-trip emails or co-branding, are created, tested, and implemented.
3rd Party integrations are prepared, tested, and implemented.
The Client Development Team finalizes and shares the required client data for approval before full implementation.
The rollout program is finalized, and a “Go-live” date is set, along with a strategy for internal communication and app rollout.
4. Validation
Admins receive training, and user-focused training is available upon request. We provide a platform walkthrough and all supporting materials:
Admins are trained, and user training is optional.
Comprehensive support materials for both admins and users are provided.
Instructions for using Safeture Support are included.
After final review, the platform goes live.
Training sessions are recorded for distribution within your organization.
5. Hypercare
Following the go-live date, we offer three months of dedicated "hypercare" support, including regular meetings for feedback and assistance:
During the hypercare period, you can schedule regular meetings to address any questions and feedback during the internal rollout.
Safeture offers a variety of materials, from guides to videos, to support the implementation of your Duty of Care program.